Michael Edward Marsengill

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → Present
  Marsengill Financial Services
  Wellington, FL
• 06/2011 → 12/2017
  Geneos Wealth Management, Inc.
  Wellington, FL
• 01/2018 → 07/2020
  Investacorp Inc
  Miami, FL
• 01/2018 → 07/2020
  Investacorp Advisory Services
  Miami, FL
• 07/2020 → 09/2023
  Securities America, Inc.
  Boca Raton, FL
• 07/2020 → 09/2023
  Securities America Advisors, Inc.
  Boca Raton, FL
• 09/2023 → 06/2024
  Securities America Advisors, Inc.
  Wellington, FL
• 09/2023 → 06/2024
  Securities America, Inc.
  Wellington, FL
• 06/2024 → Present
  Osaic Wealth, Inc.
  Wellington, FL

Previous Registrations

• 2020-07-17 → 2024-06-14
  Securities America Advisors, Inc.
  Boca Raton, FL
  Wellington, FL
• 2018-01-11 → 2020-07-17
  Investacorp Advisory Services Inc
  Boca Raton, FL
• 2015-04-14 → 2017-12-31
  Geneos Wealth Management, Inc.
  Englewood, CO
  Wellington, FL

Other Businesses

1. DBA - IMZ Financial Services 2. MICHAEL E. MARSENGILL & CO., INC., DBA MARSENGILL FINANCIAL SERVICES POSITION: President NATURE: Insurance and Employee Benefits Practice INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/15/1992 ADDRESS: 13626 Chatsworth Village Drive, Wellington FL 33414, United States DESCRIPTION: Sales and Service of Employee Benefit Plans (mainly group health insurance) as well as individual insurance. 3. MARSENGILL FINANCIAL SERVICES POSITION: Manager NATURE: LLC (for use of DBA and DBA expenses). INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2023 ADDRESS: 13626 Chatsworth Village Drive, Wellington FL 33414, United States DESCRIPTION: This is a dba that covers all business, both oba and osaic. Was approved with e-mail for 10/1/2023.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-25

Other Names

• Michael Edward Marsengill